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@davidjblenner Avatar @davidjblenner David Blennerhassett

David Blennerhassett posts on X about stack, tencent, discount, nav the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXX #

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Social Influence #

Social category influence technology brands travel destinations finance

Social topic influence stack, tencent, discount, nav, events, kong, hong kong, $443share, insignia financial

Top Social Posts #

Top posts by engagements in the last XX hours

"Prosus Is Elevated Vs. Tencent As The Accretion Trade Unfolds Prosus is elevated vs Tencent. Look to reverse the stub here. Assuming (& after) some degree of pullback repalce your Tencent with Prosus; or specifically XX% of your Tencent position with Prosus"
@davidjblenner Avatar @davidjblenner on X 2025-07-23 04:52:19 UTC XXX followers, XXX engagements

"CKH (1 HK) - Expect Near-Term Weakness If Exclusivity Ends Without Resolution CKH's NAV discount and implied stub are elevated. And elevated vs. CKI. At a forward P/B of 0.36x CKH remains cheap. Yet expect weakness near term if the exclusivity ends without any resolution"
@davidjblenner Avatar @davidjblenner on X 2025-07-24 05:30:48 UTC XXX followers, XXX engagements

"For subscribers to @smartkarma read more about it at the link below (or see the stack link in my bio):"
@davidjblenner Avatar @davidjblenner on X 2025-07-22 00:26:20 UTC XXX followers, XX engagements

"For previous posts/research on Hong Kong events please refer to:"
@davidjblenner Avatar @davidjblenner on X 2025-07-23 04:52:20 UTC XXX followers, XX engagements

"For subscribers to @smartkarma read more about it at the link below (or see the stack link in my bio):"
@davidjblenner Avatar @davidjblenner on X 2025-07-23 04:52:19 UTC XXX followers, XXX engagements

"Insignia Financial (IFL AU) Accepts CC Capital's Reduced Terms This looks done. Assuming early/mid-February completion I would pay up to A$4.43/share for a 8.2%/15% gross/annualised return"
@davidjblenner Avatar @davidjblenner on X 2025-07-22 00:26:20 UTC XXX followers, XXX engagements

"Krungthai Card (KTC TB): Buy With Both Hands As Pledged Shares Rollover I'd still buy Krungthai Card. Then buy some more. The downward move in the share price is not fundamentally driven. And pledged shares are down significantly month on month"
@davidjblenner Avatar @davidjblenner on X 2025-07-17 04:36:54 UTC XXX followers, XXX engagements

"For subscribers to @smartkarma read more about it at the link below (or see the stack link in my bio):"
@davidjblenner Avatar @davidjblenner on X 2025-07-17 04:37:55 UTC XXX followers, XXX engagements